1. SAP Glossary
  2. Internet Sales
  3. document category


What is document category in SAP CRM-ISA - Internet Sales?


SAP Term: document category

  • Component: CRM-ISA

  • Component Name: Internet Sales

  • Description: Categorization of documents created by the customer in the Web shop. Examples of a document category: Open quotations, rejected orders, wish list.


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  • Key Concepts: 
    Document category is a feature in the CRM-ISA Internet Sales component of SAP that allows users to classify documents according to their type. This helps users to easily identify and access documents that are related to a particular transaction or process. Document categories can be used to group documents into categories such as sales orders, invoices, delivery notes, and more.
    
    How to use it: 
    To use document category in the CRM-ISA Internet Sales component of SAP, users must first create a document category. This can be done by navigating to the “Document Categories” tab in the CRM-ISA Internet Sales component and selecting “Create Document Category”. Users can then enter the name of the document category and select the type of document it will contain. Once the document category is created, users can assign documents to it by selecting the appropriate document category from the drop-down menu when creating or editing a document.
    
    Tips & Tricks: 
    When creating document categories, it is important to make sure that they are descriptive and easy to understand. This will help users quickly identify which documents belong in which categories. Additionally, it is important to keep track of which documents have been assigned to which categories so that they can be easily accessed when needed.
    
    Related Information: 
    For more information on using document categories in the CRM-ISA Internet Sales component of SAP, please refer to the official SAP documentation. Additionally, there are many online tutorials and resources available that provide step-by-step instructions on how to use this feature.
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